With more than 29 years of experience in wealth management, Peter is a veteran of the financial services industry. He focuses on providing Accredited Investors and Qualified Purchasers, and their families, with customized investment management – including private strategies – and personalized financial planning. Peter concentrates on listening with an open-minded perspective, understanding client concerns, and providing clear advice.
Prior to joining Choreo, Peter was a Partner and Client Advisor for Biegel Waller, LLC for 10 years. While there he was responsible for Client Development, Financial Planning, Portfolio Management, and Compliance. Prior to that, he was Director and Regional Manager of the Mid-Atlantic Private Banking Group at Credit Suisse for ten years.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS